Merging Account Records

Merging Records

You can merge records together.

To merge accounts, do the following:

1. Click Sales > Accounts in the left toolbar.
   
   

    

2. Click the name of the main account that will be merged.
3. Click    Options > Merge Account in the account page.
   
   

    

4. Type the name of the desired secondary account to merge with this account in the pop-up window that appears. Select the desired account.
5. Click Configure Merge Settings.
   
   

    

6. Click the checkboxes of the fields that you want to keep for each account:
   • Fields being kept in the merged account are highlighted in green
   • Fields in the left are from the main account
   • Fields on the right are from the secondary account
7. Click Merge Accounts.
   
   

    

8. Type CONFIRM.
9. Click Merge Accounts.
   
   

    

Note: When selecting fields to merge between the main and secondary accounts, the fields that are not kept will be discarded.

Life of the Lead Merge List

Certain Life of the Lead events can be merged when merging contact records:
 

Icon		Event Name	Mergeable		Icon		Event Name	Mergeable
		Added via Import/ Manually Added	Yes				Opportunity % Chance of Closing	Yes
		Automated Email Opened	No				Opt-In Email	Yes
		Automated Email Sent	No				Outbound Call	Yes
		Closed Lost	Yes				Opportunity Created	Yes
		Commented on a Facebook Post	No				Received Email	No
		Commented on a LinkedIn Post	No				Sent Email	Yes
		Converted to Sale/ Closed Won	Yes				Site Visit Chrome	Yes
		Email Read and Clicked	No				Site Visit Edge/ Internet Explorer	Yes
		Form Submission	Yes				Site Visit Firefox	Yes
		Inbound Call	Yes				Site Visit Safari	Yes
		Lead Owner Change	Yes				Synced from Salesforce	No
		Liked a Facebook Post	No				Synced to Salesforce	No
		Liked a LinkedIn Post	No				Tagged in a Facebook Post	No
		Manually Resubscribed	No				Twitter Mentions	No
		Manually Unsubscribed	No				Twitter Retweets	No
		Media Center	No				Unsubscribed Email/ Suppressed Email	No
		Meeting Attended/ Meeting Missed	No				Website Purchase	Yes

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